ADCCX Mutual Fund

NAV$16.52

Returns Overview

1 Month
-3.47%
3 Months
+15.62%
6 Months
+3.14%
YTD
+3.59%
1 Year
+14.20%
3 Years (annualized)
+19.89%
5 Years (annualized)
+15.08%
10 Years (annualized)
+22.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADCCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.59%
Peer Avg (YTD)
+8.97%
vs Peers
-5.38%

ADCCX Mutual Fund Performance

ADCCX performance across multiple time periods: 1-month -3.47%, YTD 3.59%, 1-year 14.20%, 3-year 19.89%, 5-year 15.08%, 10-year 22.56%.

ADCCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

ADCCX performance comparison shows side-by-side returns with another fund. ADCCX alternatives are available in the Mutual Fund Screener.